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Economic and Market Commentary A Time to Be Selective in Equities A Time to Be Selective in Equities In a slowing but still growing environment, PIMCO’s asset allocation team favors a selective approach to equities, paying close attention to profits, factors, styles and geographies.
Economic and Market Commentary Defensively Positioned for a Decelerating World Defensively Positioned for a Decelerating World PIMCO’s asset allocation experts believe that investors should emphasize quality and stay defensive as they position portfolios for a world of slower economic growth.
Asset Allocation Outlook MidYear Update Easing Into Slowing Growth Easing Into Slowing Growth We share our views on investing across asset classes amid mounting signs the global economic expansion is losing momentum.
Blog Equities vs. Bonds? Look to China for Clues Equities vs. Bonds? Look to China for Clues Chinese stimulus could be instrumental in deciding which investors are proved right.
Investment Strategies Asset Allocation Outlook: Stay Large, Stay Liquid, Stay Defensive Asset Allocation Outlook: Stay Large, Stay Liquid, Stay Defensive PIMCO’s investment professionals explore key asset allocation takeaways – and strategies – for navigating what we believe is the late stage of the economic cycle.
Geraldine Sundstrom Portfolio Manager, Asset Allocation Share Share via LinkedIn Share via Facebook Share via Twitter Share via Email Add Download Print Ms. Sundstrom is a managing director and portfolio manager in the London office, focusing on asset allocation strategies. Prior to joining PIMCO in 2015, she was a partner and portfolio manager at Brevan Howard, where she led the Emerging Markets Strategies Fund. Previously, she was a portfolio manager at Moore Capital Management. Earlier in her career, Ms. Sundstrom held senior research roles with Citigroup Global Investments and Pareto Partners. She has 23 years of investment experience and holds a master's degree in finance from Birkbeck College at London University and two degrees from Universite Paris Dauphine.
